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Our Services

Insurance

Insurance is a highly misunderstood product and it’s often bought and sold for the wrong reasons. At the same time it’s a very important part of y

Mutual fund

A mutual fund is simply a financial intermediary that allows a group of investors to pool their money together with a predetermined investment objecti

Fixed Income

Fixed Deposits are one of the oldest and most common methods of investing. When it comes to assured returns, choosing the right type of savings scheme

Taxation

There is more to tax planning than the exemptions available on savings made by you. With our advice, you will pay the right amount of tax and know.

How it Works?

1
We Meet

Arrange a Meeting

2
Risk Profiling

Understand your risk taking ability

3
Goal Planning

Identify your financial goals

4
Invest Online

Invest in the best identified investment avenues

5
Goal Monitoring

Track your goals & see them fulfil

Financial Calculators

SIP Calculator

It helps you visualize the amount accumulated with a Regular Investment at a specified rate of return.

Education Calculator

It helps you see the future expenditure which would be incurred at the time when your children reach college.

Retirement Calculator

This planner helps you see the future expenditure which would be incurred at the time you retire from active employment/service.

Marriage Calculator

This planner helps you see the future expenditure which would be incurred at the time of marriage of your children.

Our Clients Says

I only have nice words for this team of experienced and talented people. I am fully satisfied with final result.

Crystal Cole

Amazing experience with wonderful group of people who know their jobs well and are one of the best in the business.

Jeffrey Baker

I have only the best to say about this company. They are always on time, and always fulfill the expectations entirely.

Catherine Walker

About Us

Mr. Harish Kotian has a rich experience of 18 years in financial services. He has worked with leading National Brokerage and Advisory Firm from 1998 to 2005.

Contact Us

Way2alpha Wealth Services LLP.
402 – Pure Gold, N.G. Acharya Road, Opp. Saroj Sweets, Chembur, Mumbai- 400 071.
+91- 9819222912 , 7021940854
info@way2alpha.com

Risk Factors – Investments in Mutual Funds are subject to Market Risks. Read all scheme related documents carefully before investing. Mutual Fund Schemes do not assure or guarantee any returns. Past performances of any Mutual Fund Scheme may or may not be sustained in future. There is no guarantee that the investment objective of any suggested scheme shall be achieved. All existing and prospective investors are advised to check and evaluate the Exit loads and other cost structure (TER) applicable at the time of making the investment before finalizing on any investment decision for Mutual Funds schemes. We deal in Regular Plans only for Mutual Fund Schemes and earn a Trailing Commission on client investments. Disclosure For Commission earnings is made to clients at the time of investments. Option of Direct Plan for every Mutual Fund Scheme is available to investors offering advantage of lower expense ratio. We are not entitled to earn any commission on Direct plans. Hence we do not deal in Direct Plans.

Harish Kotian | AMFI Registered Mutual Fund Distributor | ARN- 34074 | Date of initial Registration: 08-07-2005 | Current validity: 05-07-2025

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